Ethic Inc’s Donaldson DCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.62M | Buy |
23,282
+3,695
| +19% | +$257K | 0.03% | 485 |
|
|
2025
Q1 | $1.32M | Sell |
19,587
-1,872
| -9% | -$126K | 0.03% | 522 |
|
|
2024
Q4 | $1.45M | Sell |
21,459
-2,298
| -10% | -$155K | 0.03% | 502 |
|
|
2024
Q3 | $1.77M | Sell |
23,757
-304
| -1% | -$22.7K | 0.04% | 418 |
|
|
2024
Q2 | $1.72M | Buy |
24,061
+304
| +1% | +$21.8K | 0.04% | 425 |
|
|
2024
Q1 | $1.77M | Buy |
23,757
+722
| +3% | +$53.9K | 0.04% | 419 |
|
|
2023
Q4 | $1.51M | Buy |
23,035
+4,627
| +25% | +$302K | 0.04% | 426 |
|
|
2023
Q3 | $1.1M | Buy |
18,408
+2,858
| +18% | +$170K | 0.04% | 452 |
|
|
2023
Q2 | $972K | Buy |
15,550
+1,807
| +13% | +$113K | 0.04% | 458 |
|
|
2023
Q1 | $898K | Buy |
13,743
+677
| +5% | +$44.2K | 0.04% | 469 |
|
|
2022
Q4 | $769K | Buy |
13,066
+2,825
| +28% | +$166K | 0.04% | 439 |
|
|
2022
Q3 | $502K | Buy |
10,241
+1,847
| +22% | +$90.5K | 0.03% | 491 |
|
|
2022
Q2 | $404K | Buy |
8,394
+1,740
| +26% | +$83.7K | 0.03% | 536 |
|
|
2022
Q1 | $346K | Buy |
+6,654
| New | +$346K | 0.02% | 563 |
|